HASGX vs. IVOG
Compare and contrast key facts about Harbor Small Cap Growth Fund (HASGX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
HASGX is managed by Harbor. It was launched on Nov 1, 2000. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HASGX or IVOG.
Correlation
The correlation between HASGX and IVOG is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HASGX vs. IVOG - Performance Comparison
Key characteristics
HASGX:
0.25
IVOG:
0.71
HASGX:
0.47
IVOG:
1.10
HASGX:
1.05
IVOG:
1.13
HASGX:
0.12
IVOG:
1.25
HASGX:
0.82
IVOG:
2.94
HASGX:
5.40%
IVOG:
3.96%
HASGX:
17.99%
IVOG:
16.36%
HASGX:
-61.90%
IVOG:
-39.32%
HASGX:
-29.77%
IVOG:
-5.84%
Returns By Period
In the year-to-date period, HASGX achieves a 3.72% return, which is significantly higher than IVOG's 2.79% return. Over the past 10 years, HASGX has underperformed IVOG with an annualized return of 0.08%, while IVOG has yielded a comparatively higher 9.42% annualized return.
HASGX
3.72%
0.21%
1.14%
6.01%
-0.08%
0.08%
IVOG
2.79%
-1.51%
3.57%
13.86%
9.86%
9.42%
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HASGX vs. IVOG - Expense Ratio Comparison
HASGX has a 0.87% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
HASGX vs. IVOG — Risk-Adjusted Performance Rank
HASGX
IVOG
HASGX vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HASGX vs. IVOG - Dividend Comparison
HASGX's dividend yield for the trailing twelve months is around 0.44%, less than IVOG's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HASGX Harbor Small Cap Growth Fund | 0.44% | 0.46% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.77% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
HASGX vs. IVOG - Drawdown Comparison
The maximum HASGX drawdown since its inception was -61.90%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for HASGX and IVOG. For additional features, visit the drawdowns tool.
Volatility
HASGX vs. IVOG - Volatility Comparison
Harbor Small Cap Growth Fund (HASGX) has a higher volatility of 5.58% compared to Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) at 4.41%. This indicates that HASGX's price experiences larger fluctuations and is considered to be riskier than IVOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.